HP
IJR icon

Hilltop Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hilltop Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Sell
1,912
-28
-1% -$3.84K 0.07% 118
2026
Q1 		$241K Buy
1,940
+199
+11% +$25.3K 0.06% 109
2025
Q4 		$209K Sell
1,741
-25
-1% -$2.99K 0.05% 120
2025
Q3 		$210K Sell
1,766
-68
-4% -$7.82K 0.06% 112
2025
Q2 		$200K Buy
+1,834
New +$190K 0.06% 114
2025
Q1 		– Sell
-1,917
Closed -$221K – 104
2024
Q4 		$221K Buy
+1,917
New +$229K 0.08% 97

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hilltop Partners's IJR Position: Q2 2026 in Review

Hilltop Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, selling an estimated $3.84K and leaving 1,912 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #118.

Hilltop Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Hilltop Partners held 1,912 shares of iShares Core S&P Small-Cap ETF worth $284K as of Q2 2026.
  • Hilltop Partners sold 28 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.84K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Hilltop Partners's portfolio in Q2 2026, its #118 holding.
  • Hilltop Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.